"Renee is knowledgeable of QuickBooks and maintaining company books. She is enthusiastic and communicates well. She is a good listener and seeks to solve personal problems you might be having with QuickBooks. She makes a distasteful job an enjoyable one. What a great support!"

- Keoki Williams, Keoki Design

"AdminBooks came in and saved my sanity! I asked if they could look at my QuickBooks and give me an estimate on what it would take for them to organize and balance the accounts. Renee and her staff were quick, thorough and thoughtful. Now every month my books are completed, accurate and I have a team to help me. I am so happy I made the decision to join the team at AdminBooks. God bless you."

- Kathleen

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The days of opening the mail, printing checks, and mailing checks are gone. Business owners that used to drown in paperwork and make decisions in the dark are now paying bills online, taking pictures of receipts and reviewing accounts online (with smart phones and iPads) for real time accurate financials.

 

 AdminBooks is a different kind of accounting firm.  We are a cloud based accounting firm that helps small businesses with their bookkeeping and payroll needs.   We are passionate about using technology to give our clients better visibility to their financial situation.

 

QUICKBOOKS SUPPORT PACKAGES

Ever get stuck and not know what to do?? Now you have access to bookkeeping specialists!  AdminBooks can access your QB file remotely by way of a screen sharing program to provide the support you need.

 

We can:

  • Train you on how to use QuickBooks (Online or Desktop)
  • Give you homework by showing you how to fix problems
  • Give you affirmation of what you are doing correctly
  • Fix more complex problems for you

 

Clients who have a support package in place are treated with priority.

 

Remote access is for both Windows and Mac users.

 

Pre-pay for 3 hour package and get a discount on our QuickBooks support packages!

 

 

MONTHLY  BOOKKEEPING  SERVICES

Step 1: Assessment for Cloud Accounting Services

Once you sign up for our cloud accounting services, the first step is for your account manager to perform a detailed assessment of your current accounting file to identify any errors, missing transactions, and/or catch-up work that needs to be completed.

 

This written assessment will answer the following questions:

When were the bank accounts last reconciled?

Are you using the proper chart of accounts for your entity?

Are there transactions that are reported incorrectly causing inaccurate financial statements?

Are your customer and vendor list properly set up?

Are there any old entries on the open invoice or open bills list?

Are your credit cards being reconciled correctly?

Are you posting fixed assets correctly?

Is your payroll split properly between wages and taxes?

Does your tax return match your financials?

…and more!

 

The written assessment, about 6-8 pages long, will be reviewed with you during a screen sharing session so we can explain the findings.  During this meeting, we make a plan to move forward either in the monthly accounting work or first cleaning up and/or catching up the file to get it current.

 

Step 2: Kick-Off Meeting

Next, we’ll schedule a kick-off meeting with you and our Senior Account Manager.  The purpose is to discuss your bookkeeping and business process to determine the best process in working together.  This will determine the workflow, communication, client portal, online banking, receipts, expectations, etc.

 

Step 3: Onboarding

Once we’ve come up with a plan, we can quickly and accurately set up your QuickBooks Online file, migrate your QuickBooks Desktop file or start working in your QBO file in the cloud.  Our Senior Account Manager will assign an account manager to your file and continue the onboarding process.  Having two accounting experts familiar with your company ensures accuracy with a second set of eyes as well gives you confidence knowing you will be covered in times when an account manager needs to take some much deserved time off or if they are sick.

 

Step 4: Ongoing Services

Once the time of getting acclimated to working with each other has been determined and settled, AdminBooks will manage your accounting needs on an ongoing basis…providing you with peace of mind with your accounting needs!

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Are we the best bookkeeper for you and your business?

LET'S GET ACQUAINTED!

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MY SMART VAULT

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